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JH Adaptive Risk Mgd U.S. Eq S JRSSX

Medalist Rating as of | See Janus Henderson Investment Hub
  • NAV / 1-Day Return 10.23  /  0.20 %
  • Total Assets 594.3 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.36%
  • Turnover 313%

Morningstar’s Analysis JRSSX

Will JRSSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A new, risk-aware, systematic approach.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

Janus Henderson Adaptive Risk Managed US Equity’s new approach is systematic and run by a capable team, but it has more to prove, supporting a renewed Morningstar Analyst Rating of Neutral across all share classes.

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Portfolio Holdings JRSSX

  • Current Portfolio Date
  • Equity Holdings 121
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.75
40,702,718
Technology
6.01
36,253,784
Technology
3.33
20,106,140
Communication Services
2.99
18,032,391
Consumer Cyclical

Schwab US Large-Cap ETF™

2.04
12,315,391
1.91
11,525,750
Technology
1.71
10,332,084
Financial Services
1.58
9,529,479
Healthcare
1.41
8,494,432
Healthcare
1.39
8,411,411
Healthcare